About Us

Jeff's passion is helping individuals and businesses build and maintain financial health.  For years, he has worked with his clients to evaluate their comprehensive financial needs, and to help plan for a prosperous future.

Jeff  Bernstein offers full-service financial consulting and is dedicated to helping his clients build wealth and protect their hard-earned assets. He is completely independent, so his loyalty belongs exclusively to his clients - not to a parent company. 

His independence enables him to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products he leverages to create customized client portfolios. He recommends only those products and services that can be tailored to suit each clients' unique needs. For more information about Jeff and the services he offers, contact us today.